I had 2 defined benefit pensions with reasonable transfer values and despaired of finding anybody to help me transfer it to the SIPP which is managed well by another supplier. Through unbiased.co... Ver mais
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Veja o que dizem as avaliações
Advies Wealth are very professional and know exactly what they are doing regarding pensions. I was worrying about my defined benefit pension as it seemed tied down and literally no one was able to... Ver mais
Took a while to find a company that would take on a Flexi Drawdown Transfer, most just said that its simply not possible , but Advies Wealth said yes almost instantly . Advise aren't cheap but i... Ver mais
A empresa respondeu
The transfer of my Defined Benefit pension took many months and seemed to be fraught with difficulty but Advies kept me advised all the way and delivered! There are very few companies providing thi... Ver mais
Detalhes da empresa
Escrito pela empresa
Advies Wealth are a leading pension specialist and financial adviser. We have particular expertise and experience in dealing with the new choices that you have for your Final Salary/Defined Benefit pension. As your financial partner, we commit to staying focused on your needs throughout your time with us – no matter how they change. To achieve this, we spend time with you at the outset to make sure that we understand your priorities, and to discover what you are trying to achieve. We will also work with you to calculate your attitude to risk, so that we can set reasonable expectations, and jointly create a financial strategy.
Informações de contato
DBH5, Diss Business Park, IP22 4GT, Diss, Reino Unido
- +441379644884
- James.Channell@advieswealth.com
- advieswealth.com
4,8
Excelente
129 avaliações
Sem histórico de pedidos de avaliações
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Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Moving Pension Fund
Advies were extremely helpful in moving my pension fund. The work put in on my case and explanation of my position was invaluable. The fund was transferred smoothly and their advice on who to put it with has already paid off.
20 de janeiro de 2021
Avaliação não solicitada
Friendly
Friendly, efficient service. Thorough analysis. Not 5 star as I had to chase up a couple of things. Very good though, knowledgeable.
20 de janeiro de 2021
Avaliação não solicitada
Utterly Brilliant
Having engaged a local financial adviser to assist with my DB pension transfer, I was disappointed that after five months they said they could not help me.
I found Advies Wealth on an internet search and although I had limited time left on my pension pot guaranteed amount they we’re happy to assist.
Acting with professionalism from the start they assured me not to worry and walked me through the whole process. They took just three weeks to secure my transfer.
I can’t praise Advies Wealth enough, the whole team worked incredibly hard Severn days a week to complete on my behalf.
I would highly recommend them for all financial advice and assistance.
Mark from Kent
18 de dezembro de 2020
Avaliação não solicitada
Resposta da Advies wealth
Hi Mark,
Thank you for your positive review, we are thrilled that you would recommend our service!
Kind Regards,
The Advies Team
i was very disappointed with their…
i was very disappointed with their service when completing a pension transfer. The report was full of errors and I had to chase up everything myself and I would definitely not recommend them to anyone.
12 de novembro de 2020
Avaliação não solicitada
Resposta da Advies wealth
Hi Steve,
We are sorry our service didn't meet your expectations.
Please contact us to let us know how we can improve our service.
Kind regards,
The Advies Team
The whole team were very professional…
The whole team were very professional transferring my defined pensions . Any correspondence I had with them was either discussed straight away and any issues resolved quickly .
I would definitely recommend Advies Wealth if anyone was thinking about a pension transfer .
10 de novembro de 2020
Avaliação não solicitada
Great service and communication very…
Great service and communication very pleased would definitely recommend
10 de novembro de 2020
Avaliação não solicitada
Resposta da Advies wealth
Hi Paul,
Thank you for your review!
Regards,
The Advies Team
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